Description
BragDeal Lead Manager stores a normalized copy of new lead submissions in dedicated database tables. It is intentionally focused on lead display and management. It contains no spam scoring, spam logs, CAPTCHA controls, CRM integrations, outbound messaging, or marketing automation.
Supported providers:
* Contact Form 7
* MetForm
* Elementor Pro Forms
* Gravity Forms
* WPForms, including Lite when wpforms_process_complete supplies submitted fields
* Fluent Forms
* Ninja Forms
Free includes unlimited lead capture, a combined inbox, search, status/date filters, pagination, per-user custom columns, field mapping, basic lead editing, unread alerts, original submission snapshots, Trash/restore, role access and form capture controls. Its three-dot menu separates Edit/Delete from CRM actions, which link to Pro when locked.
BragDeal Lead Manager Pro is a separate licensed add-on. It unlocks internal notes, Called/Follow Up/Booked/Lost actions, follow-up and booking dates, lost reasons, bulk status updates and CRM date columns. Free must remain active alongside Pro. A Free/Pro badge identifies the current edition; installing and activating the add-on exposes Leads > License.
Previously saved CRM data is preserved when returning to Free. Basic field edits in Free cannot reset saved status, dates or notes. Existing notes remain readable. Free does not contact a licensing server.
Historical Imports
Gravity Forms historical entries are imported using GFAPI in small AJAX batches. WPForms historical entries can be imported when its documented entry API is available (normally paid versions that store entries). Fluent Forms historical entries can be imported through its documented Submission model when available. All imports skip duplicates.
Elementor Pro Forms, MetForm, and Ninja Forms remain capture-only because this build does not rely on undocumented internal entry storage. Contact Form 7 itself does not store entries. If Flamingo is present, BragDeal Lead Manager explains the limitation rather than relying on undocumented Flamingo internals.
Privacy / Data Storage
Lead data is stored in site-scoped custom WordPress database tables. The plugin stores the submitted lead fields needed for lead management plus source form metadata, an immutable original snapshot, internal notes, and action history. It excludes common nonce, CAPTCHA, password, payment-card, honeypot, and technical control fields. It does not send lead data to an external service.
WordPress Tools > Export Personal Data and Erase Personal Data include leads matching a stored or original submitted email address. Export is paginated. Erasure deletes the matching lead and its fields, original snapshot, notes and history; the source form plugin may retain an independent copy.
By default, data is retained indefinitely and retained when the plugin is uninstalled. Administrators can change both behaviours in Leads > Settings.
Installation
Upgrading from BragDeal Leads or All-In-One Leads CRM 1.2.3: first keep the delete-on-uninstall setting OFF, deactivate Pro and the old plugin, then remove the old plugin before installing this renamed Free plugin. Existing lead tables, settings and the cleanup schedule are migrated to the new storage names automatically on first load. Install this Free release and reactivate the compatible Pro add-on. Do not activate both old and renamed Free plugins together.
1. Upload bragdeal-lead-manager-1.2.4.zip in Plugins > Add New > Upload Plugin.
2. Activate BragDeal Lead Manager.
3. Open Leads > Forms and click Rescan Forms.
4. Review detected field mappings and capture settings.
5. Open Leads > Settings to configure rows, retention, uninstall behaviour, and role access.
6. To upgrade, install BragDeal Lead Manager Pro 1.2.4 alongside Free and enter the matching License Hub key under Leads > License.
7. If you previously installed BragDeal Leads under the bragdeal-leads folder, follow the migration paragraph above before installing this renamed plugin.
FAQ
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Does this replace my form plugin?
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No. It listens to supported successful-submission hooks and does not change the source form workflow.
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Does it capture old leads automatically?
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No. Gravity Forms, WPForms (when its stored-entry API is available), and Fluent Forms provide historical import support. Other integrations capture new successful submissions after activation.
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Does it include spam protection?
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No. Spam management is deliberately outside this plugin.
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What happens if a form plugin is deactivated?
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Previously captured BragDeal Lead Manager data remains available because it is stored independently.
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Are original submissions changed when a lead is edited?
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No. Working field values can be edited, while the original snapshot remains immutable.
Reviews
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Contributors & Developers
“BragDeal Lead Manager” is open source software. The following people have contributed to this plugin.
Contributors
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Interested in development?
Browse the code, check out the SVN repository, or subscribe to the development log by RSS.
Changelog
1.2.4
- Renamed the plugin to BragDeal Lead Manager.
- Moved every stored identifier (tables, options, schedule, admin actions) to the bdlm_ prefix, with automatic migration of existing data.
1.2.3
- Interim rename release, superseded by 1.2.4.
1.2.2
- Added WordPress personal-data export and erasure for matching lead records, including original snapshots, notes and history.
- Prepared custom-table identifiers and values; added site-scoped read caching with invalidation on every plugin mutation.
- Corrected successful Contact Form 7 capture and storage opt-out, MetForm hook arguments, and Fluent Forms ORM discovery/imports.
- Scoped user column preferences by site and corrected uninstall cache cleanup, capability restoration and large-network pagination.
- Kept premium CRM date/reason column implementations in the separate Pro add-on.
- Corrected localization, metadata and production package line endings.
1.2.1
- Moved CRM persistence, note/status handlers and status-action JavaScript into the Pro add-on.
- Free remains the capture, storage and basic lead-management foundation.
- Corrected Free readme tag count and license metadata.
1.2.0
- Grouped, accessible three-dot action menus that stay inside the viewport and outside table clipping.
- Renamed the status filter default to All Leads.
- Free core and licensed Pro CRM add-on; server-side CRM write gates.
- Top edition badge, navigation tabs and bottom Pro feature promotion.
- Preserved existing CRM data on downgrade; basic edits never overwrite CRM fields.
1.1.0
- Custom dashboard styling, status summary cards, refined tables, responsive layouts and updated detail/forms/settings screens.
- Unified inbox across every form. Removed form and provider dropdown filters.
- Red sidebar count for unread, non-trashed leads. Refreshes every 30 seconds while an admin tab is visible.
- Opening a lead or updating its status marks it read for the shared inbox. Merely viewing the list does not clear unread leads.
- Existing New leads start unread after upgrade; existing leads in other statuses start read.
1.0.0
- Initial release.
- Seven new-submission adapters.
- Lead table, dynamic columns, filters, search and statuses.
- Details, notes, history, original snapshots and lifecycle actions.
- Form discovery/mapping/capture controls.
- Gravity Forms historical batch import.
- Capability and role controls.